Feb 13 2025 16 mins 6
In this episode Jordan reorients advisors to consider data gathering as an inherently valuable process for prospects. He dives into 4 tips to make a first-time data gathering less intimidating and more approachable for clients. These tips include:
- Encouraging prospects to be less precise in the information they add
- Sending a short video explaining the process
- The “trojan horse” of data gathering
- Requiring less from people.
